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Client Communication

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  • Expert analysis: Yahoo dropping telework?

    PODCAST | February 25, 2013

    If so, it’s “a cop-out,” says FlexJob’s Sara Sutton Fell. Although Yahoo has declined to comment on a leaked internal memo calling for employees to be “physically together” come June, Fell explains why the situation highlights the need for employers to take responsibility for how HR decisions are distributed, and highlights the need for rules and structure around telecommuting.


  • A time for reflection

    November 12, 2012

    Where is your relationship with your clients today? How would you define it? Perhaps more importantly, how would your clients define it?


  • Overcoming enrollment challenges

    VIDEO | October 26, 2012

    There is more than one way to enroll employees in a voluntary benefits program, but which way is the best way? Participants in this roundtable discuss the need to navigate emerging social media options, emphasize the benefits of mandatory enrollments, and get its arms around back-end technology issues.


  • Reaching out for best results

    VIDEO | October 26, 2012

    Can employees get all the information they need about voluntary benefits through an online avatar? Or do they need a personal, one-on-one counseling to make the proper decision? Participants in this roundtable discussion describe their ideal communication strategies.


  • Choosing best-in-class partners

    VIDEO | October 26, 2012

    Compensation is the least important factor when choosing a partner, say participants in this roundtable. Enrollment support, a seamless back office, flexibility, and a focus on end-user clients are critical.


  • Getting through the gatekeepers

    VIDEO | October 26, 2012

    Achieving more widespread acceptance of voluntary benefits involves improving education on several fronts – to brokers/consultants, employers and employees. Panelists in this roundtable discussion share their thoughts on how to overcome resistance to participation.


  • Advances in Administration

    VIDEO | October 26, 2012

    Being able to properly administer and service accounts can make or break voluntary benefits relationships. Panelists in this roundtable discuss what it takes to provide a “Disney-like experience” from enrollment all the way through billing, turning employees into advocates for voluntary benefit products.


  • A boost for voluntary benefits

    VIDEO | October 26, 2012

    Health-care reform, no matter how the legislation ultimately pans out, will not change the need for voluntary benefits, say participants in this roundtable discussion. In fact, demand may increase as health-care reform raises awareness of voluntary benefits and the need to be educated about them.


  • Voluntary benefits 2.0

    VIDEO | October 26, 2012

    Has your organization looked into voluntary benefits lately? Participants in this roundtable panel cover the changes afoot as more carriers enter the market, bringing with them enhanced products and technologies resulting in better offerings at lower costs.


  • Fixing the retirement readiness problem

    PODCAST | October 24, 2012

    Reflecting on the state of U.S. retirement, Transamerica Retirement Services' Stig Nybo shares three tips advisers can use to help plan sponsors address the issue of underfunding, and other obstacles to meeting the goal of a sound retirement.


  • What the C-suite and HR really want

    October 1, 2012

    When meeting with the C-Suite and human resources department, refrain from presenting solutions and values you think they are looking for - you may be missing out on important information from them, said Trisha Zulic at the 7th Annual Employee Benefit Adviser Summit in Phoenix.


  • Industry professionals share 2013 business outlook

    PODCAST | September 13, 2012

    For those in the industry that are ready to transform their business, it’s time to shine in 2013. Lambert Hsu, principal at BenefitPro Insurance Services; Garrett Durkin, insurance consultant at F.B.C. Services; and Sam Fleet, President and CEO of AmWINS Group Benefits share at the 7th Annual Employee Benefit Summit in Phoenix their thoughts about the upcoming year and how they’re preparing.


  • Small employers' interest in self-funding continues to grow

    VIDEO | September 12, 2012

    Over the last few decades there has been a "very positive" evolution downmarket when it comes to self-funding, says Bruce Grimm, vice presidnet of Cigna Select Segment. He shares how it's been driven by multiple factors and what chief considerations an adviser must discuss with a small business who is thinking about self-funding.


  • Is now the time to invest in TDFs?

    August 27, 2012

    Retirement plan participants who hand pick their own mix of investment options are generally exposed to greater risk, due to reduced diversification and a tendency to not automatically adjust their portfolios over time, according to research from The Principal Financial Group.


  • Legal life events having greater impact at the workplace

    August 27, 2012

    Recent research indicates that more people are being affected by major legal events in their lives – and so is their productivity.